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Global X MLP & Energy Infrastructure ETF

119 hedge funds and large institutions have $458M invested in Global X MLP & Energy Infrastructure ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 25

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

41% more call options, than puts

Call options by funds: $723K | Put options by funds: $512K

2% more funds holding

Funds holding: 117119 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $461M → $458M (-$2.74M)

8.61% less ownership

Funds ownership: 64.34%55.73% (-8.6%)

Holders
119
Holders Change
+2
Holders Change %
+1.71%
% of All Funds
2.07%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
16
Increased
57
Reduced
25
Closed
11
Calls
$723K
Puts
$512K
Net Calls
+$211K
Net Calls Change
-$449K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$18K +$208 +6 +1%
Deutsche Bank
102
Deutsche Bank
Germany
$12K -$8.96K -259 -45%
CWAF
103
Core Wealth Advisors (Florida)
Florida
$12K +$11.7K +339 New
MAM
104
Meeder Asset Management
Ohio
$11K
ASN
105
Advisory Services Network
Georgia
$10K +$9.48K +274 New
LB
106
Legacy Bridge
Iowa
$9K
TWA
107
TCI Wealth Advisors
Arizona
$9K +$8.65K +250 New
MRC
108
Millburn Ridgefield Corp
New York
$8K +$7.4K +214 New
HI
109
Hudock Inc
Pennsylvania
$7K
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$7K +$35 +1 +0.5%
IA
111
IFP Advisors
Florida
$7K +$4.91K +142 +384%
William Blair & Company
112
William Blair & Company
Illinois
$4K
NFG
113
Next Financial Group
Texas
$4K +$4.08K +118 +983%
GWM
114
Geneos Wealth Management
Colorado
$3K -$6.54K -189 -65%
CWP
115
Concord Wealth Partners
Virginia
$2K -$830 -24 -26%
BFEC
116
Benjamin F. Edwards & Company
Missouri
$2K +$2.28K +66 New
JCM
117
Jacobi Capital Management
Pennsylvania
$1K -$1.14K -33 -62%
SB
118
Strategic Blueprint
Georgia
$1K +$623 +18 New
MIM
119
Morningstar Investment Management
Illinois
-$113M -3,588,155 Closed
LCWP
120
Legacy Capital Wealth Partners
Arkansas
-$1.39M -43,838 Closed
OMC
121
Old Mission Capital
Illinois
-$889K -28,132 Closed
EWA
122
EP Wealth Advisors
California
-$505K -15,968 Closed
FTUS
123
Flow Traders U.S.
New York
-$248K -7,164 Closed
Wolverine Trading
124
Wolverine Trading
Illinois
-$218K -6,956 Closed
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
-$42K -1,325 Closed

MLPX Hedge Fund Activity: Q2 2021 in Review

119 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Global X MLP & Energy Infrastructure ETF (MLPX) for Q2 2021, worth a combined $458M — down 0.6% from $461M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MLPX positions and 11 closed out — a net gain of 5 holders — while 57 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.7M. The largest seller was Morningstar Investment Management, exiting entirely with an estimated $113M sold.

  • 119 institutional investors held Global X MLP & Energy Infrastructure ETF (MLPX) as of Q2 2021, up from 117 in Q1 2021.
  • Funds reported $458M of Global X MLP & Energy Infrastructure ETF stock for Q2 2021, down 0.6% quarter-over-quarter.
  • 16 funds opened new Global X MLP & Energy Infrastructure ETF positions in Q2 2021 and 11 closed out, a net change of +5 holders.
  • The largest Global X MLP & Energy Infrastructure ETF buyer in Q2 2021 was Morgan Stanley, an estimated $6.7M added.
  • The largest Global X MLP & Energy Infrastructure ETF seller in Q2 2021 was Morningstar Investment Management, an estimated $113M sold.

Based on aggregated 13F filings for Q2 2021.